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Atria Wealth Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Atria Wealth Solutions’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.63M Sell
251,920
-48,080
-16% -$1.25M 0.15% 156
2025
Q1 		$7.91M Buy
300,000
+127,534
+74% +$3.32M 0.1% 222
2024
Q4 		$4.45M Buy
172,466
+99,793
+137% +$2.62M 0.05% 387
2024
Q3 		$1.96M Buy
+72,673
New +$1.93M 0.02% 644

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Atria Wealth Solutions's CGCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Core Bond ETF (CGCB) stake by 16% in Q2 2025, selling an estimated $1.25M and leaving 251,920 shares worth $6.63M. The position accounts for 0.15% of the portfolio, ranked #156.

Atria Wealth Solutions first reported a position in CGCB in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.91M in Q1 2025. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Atria Wealth Solutions held 251,920 shares of Capital Group Core Bond ETF worth $6.63M as of Q2 2025.
  • Atria Wealth Solutions sold 48,080 Capital Group Core Bond ETF shares in Q2 2025, an estimated $1.25M.
  • Capital Group Core Bond ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #156 holding.
  • Atria Wealth Solutions first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Capital Group Core Bond ETF position peaked at $7.91M in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.